Unfortunately, at this time Bendavid FP is not taking new clients for initial financial planning.

All of our client relationships start with creating an initial financial plan. This
begins with a complimentary consultation to discuss your financial situation and
determine the scope of the project. Once an agreement is signed, we will spend the
following weeks gathering additional information via phone conversations and e-mail
while working on the formulation of your plan.

Your plan will address the various aspects of your financial life. These include
but are not limited to:

Cash flow planning / budgeting

Investments review

Education funding

Employee benefits analysis

Retirement planning

Estate planning

Tax planning

Insurance needs analysis

Your particular situation will determine what other areas are addressed.

Once the plan is formulated, we will schedule a presentation meeting to
review our findings and our recommendations for immediate and long-term
action. We will provide you with a detailed written plan containing our
analysis of each financial area and a "to-do" list to take away with you.
At this point, you will feel empowered to begin to meet your financial goals.

Proper implementation is crucial to the success of your financial plan.
Phone and e-mail support is provided to help you put your plan into action.
If appropriate for you, at this point you can choose to enter into a retainer
agreement to provide implementation support, asset management services and
on-going financial planning as your circumstances change.